Filed August 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,875 | $81,474+42.2% | $133,956-13.5% | $73,488+57.7% |
| Participation rate | 51.5% | 76.4%-24.9pp | 79.8%-28.4pp | 70.7%-19.2pp |
| Annual return | 12.91% | 19.40%-6.5pp | 45.09%-32.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $888 | $2,209-59.8% | $3,919-77.3% | $2,270-60.9% |
| Participant deferral / active EE | $3,304 | $3,786-12.8% | $5,048-34.6% | $3,740-11.7% |
| Admin fee / account holder | $69 | $713-90.3% | $8,927-99.2% | $513-86.6% |